Armor Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $872K | Sell |
9,484
-25
| -0.3% | -$2.3K | 0.33% | 51 |
|
2025
Q1 | $809K | Sell |
9,509
-21
| -0.2% | -$1.79K | 0.33% | 53 |
|
2024
Q4 | $842K | Sell |
9,530
-240
| -2% | -$21.2K | 0.35% | 53 |
|
2024
Q3 | $861K | Sell |
9,770
-157
| -2% | -$13.8K | 0.36% | 55 |
|
2024
Q2 | $805K | Sell |
9,927
-188
| -2% | -$15.2K | 0.37% | 57 |
|
2024
Q1 | $851K | Sell |
10,115
-48
| -0.5% | -$4.04K | 0.41% | 54 |
|
2023
Q4 | $790K | Sell |
10,163
-23
| -0.2% | -$1.79K | 0.42% | 57 |
|
2023
Q3 | $705K | Buy |
10,186
+400
| +4% | +$27.7K | 0.42% | 58 |
|
2023
Q2 | $715K | Sell |
9,786
-88
| -0.9% | -$6.43K | 0.43% | 59 |
|
2023
Q1 | $690K | Hold |
9,874
| – | – | 0.39% | 61 |
|
2022
Q4 | $666K | Sell |
9,874
-45
| -0.5% | -$3.04K | 0.4% | 63 |
|
2022
Q3 | $616K | Sell |
9,919
-132
| -1% | -$8.2K | 0.42% | 61 |
|
2022
Q2 | $650K | Sell |
10,051
-2,140
| -18% | -$138K | 0.42% | 63 |
|
2022
Q1 | $951K | Hold |
12,191
| – | – | 0.54% | 47 |
|
2021
Q4 | $1.01M | Sell |
12,191
-1,770
| -13% | -$147K | 0.57% | 51 |
|
2021
Q3 | $1.09M | Sell |
13,961
-1,118
| -7% | -$87.4K | 0.69% | 43 |
|
2021
Q2 | $1.2M | Sell |
15,079
-205
| -1% | -$16.2K | 0.72% | 42 |
|
2021
Q1 | $1.13M | Sell |
15,284
-649
| -4% | -$48K | 0.73% | 42 |
|
2020
Q4 | $1.09M | Hold |
15,933
| – | – | 0.77% | 39 |
|
2020
Q3 | $914K | Buy |
15,933
+1
| +0% | +$57 | 0.78% | 40 |
|
2020
Q2 | $854K | Sell |
15,932
-176
| -1% | -$9.43K | 0.74% | 44 |
|
2020
Q1 | $695K | Sell |
16,108
-1,599
| -9% | -$69K | 0.71% | 42 |
|
2019
Q4 | $1.06M | Sell |
17,707
-253
| -1% | -$15.1K | 0.82% | 40 |
|
2019
Q3 | $1.01M | Buy |
17,960
+400
| +2% | +$22.4K | 0.82% | 40 |
|
2019
Q2 | $981K | Sell |
17,560
-200
| -1% | -$11.2K | 0.83% | 40 |
|
2019
Q1 | $958K | Hold |
17,760
| – | – | 0.83% | 39 |
|
2018
Q4 | $825K | Hold |
17,760
| – | – | 0.84% | 40 |
|
2018
Q3 | $979K | Sell |
17,760
-1,600
| -8% | -$88.2K | 0.87% | 37 |
|
2018
Q2 | $1.03M | Sell |
19,360
-1,200
| -6% | -$63.7K | 0.92% | 36 |
|
2018
Q1 | $1.06M | Buy |
20,560
+1,300
| +7% | +$67.1K | 0.97% | 36 |
|
2017
Q4 | $1M | Buy |
19,260
+2,000
| +12% | +$104K | 0.91% | 38 |
|
2017
Q3 | $851K | Buy |
17,260
+200
| +1% | +$9.86K | 0.81% | 42 |
|
2017
Q2 | $819K | Hold |
17,060
| – | – | 0.81% | 42 |
|
2017
Q1 | $798K | Buy |
17,060
+1,200
| +8% | +$56.1K | 0.8% | 44 |
|
2016
Q4 | $709K | Buy |
+15,860
| New | +$709K | 0.73% | 48 |
|